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Investment Specialist (CFA)

Franklin, Tennessee
$65,000 to $80,000 based on experience
Closing date
Feb 27, 2024

The Investment Specialist is a critical position within our organization who will work directly with our Advisors to manage client portfolios, maintain content and client communications, and provide Advisor support.

Who We Are

Legacy is a small but vibrant team that has created a fun and productive culture. We work hard, and we have fun together because we believe there should be a balance to our success. We have a beautiful office space in the heart of Cool Springs (Franklin, TN), which is convenient to everything and comes with amenities such as a gym, walking trails, and outdoor leisure areas, as well as food service offerings like on-site food trucks and local restaurant vendors weekly. We are seeking a motivated and competent individual to organize and grow our firm’s portfolio management and expertise.

What We Do

Legacy exists to improve lives through creative financial strategies. Our independent firm offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients, and we constantly strive to provide them with the tools and strategies they need to maximize their financial portfolio and leave a legacy that impacts the lives of those they touch.

What We Need

Our team has developed a high-performing and scalable practice, leading to an overwhelming need for portfolio construction and management for our customized portfolios. We are looking to add a motivated and competent full-time Investment Specialist to the team, someone eager to be part of a growing business who can help execute our firm’s investment management and portfolio services. We are especially interested in candidates with the following credentials and qualifications.


Portfolio Management

  • Evaluate financial risks and prepare financial forecasts for clients
  • Plan cash flows and assess clients’ investment performance
  • Analyze investment projects
  • Develop and implement tools for analyzing financial portfolios
  • Investment analysis
  • Financial planning
  • Risk management
  • Financial reporting

Content Management & Client Communications

  • Curate whitepapers, presentations, and collateral needed for client projects
  • Assist with business database management and reports
  • Manage investment-specific content and client communications

Advisor Support

  • Generate monthly investment reports
  • Assist with special projects as needed

Mindset & Skillset Requirements

  • Excellent team player with a friendly, patient personality
  • Ability to work independently while still delivering results on time
  • Quality written and oral communication
  • Effective problem solving

Compensation & Benefits

  • Salary commensurate with experience
  • 401(k) with 3% employer contribution after 6 months of employment

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